Cetera Investment Advisers’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
163,597
+663
| +0.4% | +$45.2K | 0.02% | 766 |
|
|
2025
Q1 | $11.5M | Buy |
162,934
+5,741
| +4% | +$406K | 0.02% | 695 |
|
|
2024
Q4 | $10.6M | Buy |
157,193
+12,937
| +9% | +$874K | 0.02% | 681 |
|
|
2024
Q3 | $9.42M | Buy |
144,256
+683
| +0.5% | +$44.6K | 0.02% | 725 |
|
|
2024
Q2 | $7.67M | Buy |
143,573
+36,229
| +34% | +$1.93M | 0.02% | 787 |
|
|
2024
Q1 | $5.77M | Buy |
107,344
+66,840
| +165% | +$3.59M | 0.01% | 912 |
|
|
2023
Q4 | $2.51M | Buy |
40,504
+10,319
| +34% | +$639K | 0.02% | 697 |
|
|
2023
Q3 | $1.73M | Buy |
30,185
+6,167
| +26% | +$353K | 0.01% | 814 |
|
|
2023
Q2 | $1.49M | Sell |
24,018
-2,230
| -8% | -$139K | 0.01% | 898 |
|
|
2023
Q1 | $1.77M | Sell |
26,248
-261
| -1% | -$17.6K | 0.02% | 793 |
|
|
2022
Q4 | $1.86M | Buy |
26,509
+2,614
| +11% | +$183K | 0.02% | 738 |
|
|
2022
Q3 | $1.53M | Buy |
23,895
+811
| +4% | +$51.9K | 0.03% | 550 |
|
|
2022
Q2 | $1.63M | Sell |
23,084
-10,507
| -31% | -$743K | 0.03% | 605 |
|
|
2022
Q1 | $2.42M | Buy |
33,591
+3,836
| +13% | +$277K | 0.03% | 495 |
|
|
2021
Q4 | $2.01M | Buy |
29,755
+125
| +0.4% | +$8.46K | 0.03% | 554 |
|
|
2021
Q3 | $1.85M | Buy |
29,630
+323
| +1% | +$20.2K | 0.03% | 540 |
|
|
2021
Q2 | $1.93M | Buy |
29,307
+4,341
| +17% | +$286K | 0.03% | 518 |
|
|
2021
Q1 | $1.66M | Sell |
24,966
-5,886
| -19% | -$392K | 0.03% | 479 |
|
|
2020
Q4 | $2.06M | Buy |
30,852
+25,284
| +454% | +$1.69M | 0.04% | 418 |
|
|
2020
Q3 | $384K | Sell |
5,568
-201
| -3% | -$13.9K | 0.03% | 440 |
|
|
2020
Q2 | $361K | Buy |
5,769
+22
| +0.4% | +$1.38K | 0.03% | 428 |
|
|
2020
Q1 | $347K | Sell |
5,747
-3
| -0.1% | -$181 | 0.04% | 370 |
|
|
2019
Q4 | $362K | Buy |
5,750
+281
| +5% | +$17.7K | 0.04% | 410 |
|
|
2019
Q3 | $354K | Buy |
5,469
+20
| +0.4% | +$1.3K | 0.04% | 371 |
|
|
2019
Q2 | $324K | Sell |
5,449
-310
| -5% | -$18.4K | 0.04% | 374 |
|
|
2019
Q1 | $325K | Buy |
5,759
+23
| +0.4% | +$1.3K | 0.05% | 364 |
|
|
2018
Q4 | $283K | Sell |
5,736
-526
| -8% | -$26K | 0.05% | 354 |
|
|
2018
Q3 | $295K | Buy |
6,262
+1,362
| +28% | +$64.2K | 0.04% | 372 |
|
|
2018
Q2 | $224K | Buy |
+4,900
| New | +$224K | 0.04% | 373 |
|